Pot
Investment
SOCIAL Investment
Philanthropy
2
Goal
Definition
The role of the “traditional� investment portfolio is to ensure life goals are achieved – sufficient income to meet needs in retirement, family education costs etc.
A binary decision process, which measures performance by focussing on the financial return commensurate with an acceptable level of risk.
Social Investment enables social goals to be achieved via engagement with projects which feature recognisably commercial elements: the funds are potentially recyclable
A strategic approach to targetting investement which produces a defined and measurable positive social outcome as well as a return of your invested capital plus a potential yeild.
Philanthropy enables giving goals to be achieved through outright gifts to projects for which the donor has identified a clear passion.
Giving money away with no prospect of the capital ever being returned and therefore cannot be re-used to generate any further connection with this capital.